LNWWM
Laird Norton Wetherby Wealth Management’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-21,106
| Closed | -$1.9M | – | 957 |
|
|
2023
Q3 | $1.9M | Hold |
21,106
| – | – | 0.11% | 193 |
|
|
2023
Q2 | $1.98M | Hold |
21,106
| – | – | 0.11% | 191 |
|
|
2023
Q1 | $1.85M | Sell |
21,106
-14,449
| -41% | -$1.27M | 0.11% | 205 |
|
|
2022
Q4 | $2.93M | Buy |
35,555
+14,449
| +68% | +$1.19M | 0.19% | 117 |
|
|
2022
Q3 | $1.6M | Hold |
21,106
| – | – | 0.11% | 187 |
|
|
2022
Q2 | $1.7M | Hold |
21,106
| – | – | 0.12% | 178 |
|
|
2022
Q1 | $2.04M | Hold |
21,106
| – | – | 0.12% | 165 |
|
|
2021
Q4 | $2.24M | Buy |
21,106
+560
| +3% | +$59.5K | 0.13% | 150 |
|
|
2021
Q3 | $1.97M | Hold |
20,546
| – | – | 0.12% | 158 |
|
|
2021
Q2 | $1.96M | Buy |
+20,546
| New | +$1.96M | 0.12% | 162 |
|
|
2021
Q1 | – | Sell |
-20,546
| Closed | -$1.69M | – | 866 |
|
|
2020
Q4 | $1.69M | Buy |
+20,546
| New | +$1.69M | 0.11% | 173 |
|